TechFuse 2012: SharePoint business applications at your fingertips

TechFuse 2012: SharePoint business applications at your fingertips

• 1.
  SharePoint Business Applications atyour Fingertips Avtex Consulting Donald Donais
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  Donald Donais Avtex ITPro Consultant [email protected] Blog – Tales from IT Side http://talesfromitside.wordpress.com Twitter @dondonais
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  Session Agenda • What makes up a No Code Application? • Crawl, Walk, Run Approach • Business Process Management • Application Management Lifecycle • Fundamental Features of SharePoint • Knowledge Needed for No Code Application • Crawl Example • Walk Example • Recap
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  WHAT MAKES UPA NO-CODE APPLICATION?
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  No-Code Planning • Data • SharePoint list • InfoPath Reporting • Database • Workflow • OOB Workflow • 3rd Party Vendor Data • Reporting • Views • Charts (2010) • SQL - SSRS
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  No-Code Application Approach Crawl,Walk, Run…
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  Crawl • Out ofthe Box Features • Lists & Libraries • Content Types  Document Templates  Site Columns  Document Information Panel  Workflows • Records Center or In-Place Records Management (2010) • OOB Workflows
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  Walk • Connecting WebParts • InfoPath Forms  Connecting to Content in SharePoint  Web Services Pulling User Profile • SharePoint Designer  Dataview Web Parts  Custom Workflows  Visio Workflows (SharePoint 2010)
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  Run • Database Connections  Business Data Connection – BDC (2007)  Business Connectivity Service - BCS (2010) • 3rd Party Vendors for Workflows/Forms • Visual Studio Development  Database Connection  Creating ASPX form  Advanced Workflows
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  Things to considerwhen building Requirements Optimize Design Application Management Lifecycle Operate Build Deploy
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  Fundamental Tools forSP2007 • SharePoint 2007  Standard or Enterprise • InfoPath 2007  Ultimate or Professional Plus • Business Data Connection – BDC  Enterprise • SharePoint Designer 2007
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  Fundamental Tools forSP2010 • SharePoint 2010  Standard or Enterprise • Visio Services • Access Services • InfoPath 2010  Ultimate or Professional Plus • Business Connectivity Service • SharePoint Designer 2010
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  Fundamental Knowledge Needed • Creating Lists and Form Libraries • OOB Web Parts • SharePoint Designer Data View Web Parts • SharePoint Views/InfoPath Views • InfoPath & Designer Conditional Formatting • Forms Creation – SharePoint & InfoPath • Data Connections & Filtering • Site Content Types & Site Columns • Workflows – OOB & Designer • SharePoint Web Services
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  No-Code Application -Crawl
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  What Did WeDo? • Created Custom List • Created SOW Content Type  Added Document Template  Added Columns – including lookup to Custom List  Modified the Document Information Panel • Created Multiple Views • Added Multiple Web Parts for each View
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  No-Code Application -Walk
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  What Did WeDo? • Connect Web Parts Together to display Info • Create Expense Report InfoPath Form  Connected to SOW Document library  Conditional Format  Create Views  Publish to InfoPath Form Services • Added Workflow based on Amount  Email with Link to Approval View
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  Q&A
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  www.SharePointMN.com • Website for user group • SharePoint resource documents • SharePoint resource links • RSS Feeds • Meeting Schedule • Past User Group Presentations • [email protected] www.sharepointmn.com
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  References • InfoPath andUser Profile Services  https://www.nothingbutsharepoint.com/sites/eusp/Pages/infopath-and- userprofileservices-what-can-be-done_e2_80_a6.aspx • SharePoint Designer 2007 Workflows  http://office.microsoft.com/en-us/sharepoint-designer-help/introduction- to-workflows-HA010100587.aspx • SharePoint Designer 2010 Intro to Worfklow  http://office.microsoft.com/en-us/sharepoint-designer-help/introduction- to-designing-and-customizing-workflows-HA101859249.aspx • User Profile Web Service Issue and Workaround  http://talesfromitside.wordpress.com/2012/01/17/sharepoint-infopath- and-user-profile-web-service-issues/